topic Re: Invoice not in bank account in Back Office & Team

Invoice not in bank account

devilishwings24 — Thu, 06 Feb 2025 14:10:24 GMT

Good Morning,

We are currently still in Test mode but we sent an invoice for an upcoming event and the customer paid it on Tuesday but it has not gone into our bank account. Do we have to be live to receive the money?

Re: Invoice not in bank account

JoesButcherShop — Thu, 06 Feb 2025 14:38:42 GMT

No payments flow in Test Mode. You must be Live.

Re: Invoice not in bank account

devilishwings24 — Thu, 06 Feb 2025 14:40:47 GMT

Thank you. We were not told this. So once I go live then it will hit our bank account?

Re: Invoice not in bank account

JoesButcherShop — Thu, 06 Feb 2025 15:21:03 GMT

All Test Data is zeroed out when you go Live. You will need to Invoice the Customer when you are Live.

Test Mode Overview

Re: Invoice not in bank account

devilishwings24 — Thu, 06 Feb 2025 15:23:35 GMT

If I have already invoiced and the customer paid, will that customer not be charged and Will I have to reinvoice?

Re: Invoice not in bank account

Rob — Thu, 06 Feb 2025 20:31:19 GMT

Sorry for the confusion about this! I would reach out to that customer; payment info is not set up while in test mode, so if you used Toast equipment for that transaction, you would not receive funds for that transaction. If this was a house account, the link below also explains this process.

House Accounts Created in Test Mode
Test Mode Overview